CoreCap Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History

CoreCap Advisors’s Portfolio IAGG Stock Details IAGG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$94.7K	Sell	1,925 -1,707	-47%	-$84.9K	﹤0.01%	1120
2026 Q2	$184K	Sell	3,632 -15,861	-81%	-$795K	0.01%	890
2026 Q1	$975K	Buy	19,493 +2,601	+15%	+$131K	0.03%	369
2025 Q4	$845K	Buy	16,892 +3,727	+28%	+$192K	0.03%	404
2025 Q3	$674K	Buy	13,165 +3,362	+34%	+$172K	0.02%	462
2025 Q2	$501K	Buy	9,803 +8,535	+673%	+$432K	0.02%	514
2025 Q1	$63.4K	Sell	1,268 -12	-0.9%	-$600	﹤0.01%	1072
2024 Q4	$63.9K	Buy	1,280 +308	+32%	+$15.9K	﹤0.01%	1079
2024 Q3	$50.4K	Buy	972 +207	+27%	+$10.6K	﹤0.01%	1178
2024 Q2	$38.2K	Buy	765 +30	+4%	+$1.49K	﹤0.01%	727
2024 Q1	$36.7K	Buy	+735	New	+$36.4K	﹤0.01%	1234
2022 Q4	$12.7K	Buy	+267	New	+$13K	﹤0.01%	1465
2022 Q3	–	Sell	-227	Closed	-$11K	–	1220
2022 Q2	$11K	Buy	+227	New	+$11.5K	﹤0.01%	1447
2022 Q1	–	Sell	-162	Closed	-$9K	–	1230
2021 Q4	$9K	Buy	+162	New	+$8.92K	﹤0.01%	1582

Other funds holding IAGG

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Boston Standard Wealth Management Winchester, Massachusetts $696M AUM 8.98% 1-Year Est. Return

Penobscot Wealth Management Portland, Maine $388M AUM 10.93% 1-Year Est. Return

Mason & Associates (Virginia) Newport News, Virginia $710M AUM 7.01% 1-Year Est. Return

Tectonic Advisors Frisco, Texas $2.16B AUM 10.32% 1-Year Est. Return

BIP Wealth Atlanta, Georgia $3.69B AUM 12.44% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

CoreCap Advisors's IAGG Position: Q3 2026 in Review

CoreCap Advisors reduced its iShares Core International Aggregate Bond Fund (IAGG) stake by 47% in Q3 2026, selling an estimated $84.9K and leaving 1,925 shares worth $94.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1120.

CoreCap Advisors first reported a position in IAGG in Q4 2021 and has held it in 14 quarters since. The position peaked at $975K in Q1 2026. 150 funds tracked by Wall St. Rank hold IAGG as of Q3 2026.

CoreCap Advisors held 1,925 shares of iShares Core International Aggregate Bond Fund worth $94.7K as of Q3 2026.
CoreCap Advisors sold 1,707 iShares Core International Aggregate Bond Fund shares in Q3 2026, an estimated $84.9K.
iShares Core International Aggregate Bond Fund made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #1120 holding.
CoreCap Advisors first reported a position in iShares Core International Aggregate Bond Fund in Q4 2021 and has held it in 14 quarters since.
CoreCap Advisors's iShares Core International Aggregate Bond Fund position peaked at $975K in Q1 2026.
150 funds tracked by Wall St. Rank held iShares Core International Aggregate Bond Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.